Robert Petty is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and extensive investment resources.

Thomas Hutcheson III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, working at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Carrie Guy is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously held positions in the retail and food service sectors, including Wing Zone and Rock N Roll Sushi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Victor Roy is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and having 35 years of industry experience. His prior work includes nine years at UBS Financial Services before joining Morgan Stanley in 2022. Outside of his advisory role, he serves on the board of the Brian Westbrook Foundation, a nonprofit focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary market estimates.

James Snyder is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds the Series 63 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Annapolis, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Taylan Young is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Jeffrey Mckee is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010 and was previously with Home Savings of America starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Aladin Bacolodan is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and models, offering services primarily in an advisory capacity.

Chad Houser is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2014. Outside of his advisory role, Houser is an employee of Valet Living, a construction and engineering company, and owns rental property in Annapolis, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

John Sigler is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of St. John Vianney Catholic Church, where he is involved in budgeting and capital improvement planning. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning using firm-approved tools and serves clients through tailored financial strategies and planning services.

Caitlin Johnston is a Series 66-credentialed financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley since 2012, working out of Annapolis, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandon Kerrigan is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. from 2025. Prior to his finance career, he has held various positions in construction, food delivery, and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment committee analyses.

Ashley Roy is a financial advisor at Morgan Stanley in Annapolis, MD, holding a Series 66 designation. Roy has been with Morgan Stanley since 2023 and has prior experience at the University of Maryland - College Park, Boston College, and St. Mary's Annapolis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Keith Hendrick is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Stacey Alviani is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jonathan Steele is a financial advisor with Morgan Stanley in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing the Global Investment Committee’s return estimates and Monte Carlo simulations.

Clarence Murray III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery conversations and approved planning tools, offering services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Petty is a financial advisor at Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to his career in finance, Petty spent several years with Four Seasons Hotels and Resorts and also operated a moving and hauling business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services through its network of financial advisors.

Thomas Ervin is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by comprehensive tools and methodologies.

Mave Wellington is a financial advisor at Morgan Stanley with Series 66, Series 63, and Series 65 credentials. Wellington joined Morgan Stanley in 2026 and has prior experience with the Maryland Insurance Administration and Vector Marketing. Outside of advisory work, they have been involved with the YMCA since 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment products.

Marjorie Inden is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63, 65, and 66 licenses and has 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Smith Barney since 2008 and 2009, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Molleda Koy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved with THE NIGHT WATCHMAN LLC, a casting crew business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by proprietary tools and established investment committees.

Frank Link II is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Kristin Long is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. She is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney llc, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Christopher Accinelli is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Yvonne Lively is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lisa Kittner is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved planning tools.

Carlos Wilder III is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

James Vermilye is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to joining Morgan Stanley, he worked at Robert Baird & Co. from 2012 to 2020. Vermilye holds several nonprofit board roles, including treasurer positions and investment committee membership with organizations such as the Mid Shore Community Foundation, Chesapeake College Foundation, and BAAM. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning processes supported by firm-approved tools, serving clients through both direct engagements and employer-based financial planning agreements.

Nickolas Diamondidis is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Private Bank, N.A. Outside of finance, he is a singer-songwriter and operates an art and culture business called More Than Matter. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers its services both directly and through employer agreements.

Charles Krick is a financial advisor at Morgan Stanley in Annapolis, MD, holding a Series 66 designation with 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations as part of its advisory process.

Christopher Boyle is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at City National Bank and RBC Capital Markets Corporation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

John Wirth Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured discovery process supported by firm-approved planning tools and modeling techniques.

Peter Boyle is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, and previously held roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides various advisory programs with a focus on tailored financial planning and utilizes structured discovery and firm-approved planning tools in its approach.

Daniel Snyder is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by proprietary planning tools and advisory programs tailored to client needs.

Caitlin Carter is a Series 66-licensed financial advisor with Morgan Stanley in Annapolis, MD, and has 10 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Derrick Jackson is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by proprietary tools and offers various services including estate planning and corporate financial planning agreements.